Stock Taper 
VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Becton, Dickinson and Company | BDX | 1.34K | $203.4K |
 Argan, Inc. | AGX | 1.34K | $1.07M |
 M&T Bank Corporation | MTB | 1.33K | $317.22K |
 Garmin Ltd. | GRMN | 1.31K | $310.2K |
 NXP Semiconductors N.V. | NXPI | 1.3K | $366.6K |
 Cadence Design Systems, Inc. | CDNS | 1.3K | $488.41K |
 Biogen Inc. | BIIB | 1.3K | $281.08K |
 Ross Stores, Inc. | ROST | 1.3K | $276.11K |
 Dover Corporation | DOV | 1.3K | $290.57K |
 Regeneron Pharmaceuticals, Inc. | REGN | 1.29K | $803.62K |
 Tower Semiconductor Ltd. | TSEM | 1.26K | $329.19K |
 Ferrari N.V. | RACE | 1.25K | $467.17K |
 Parker-Hannifin Corporation | PH | 1.23K | $1.21M |
 Hilton Worldwide Holdings Inc. | HLT | 1.22K | $401.87K |
 Trane Technologies plc | TT | 1.21K | $596.43K |
 Ameriprise Financial, Inc. | AMP | 1.21K | $554.64K |
 McKesson Corporation | MCK | 1.16K | $875.93K |
 Aon plc | AON | 1.15K | $381.86K |
 Revolution Medicines, Inc. | RVMD | 1.1K | $206.17K |
 argenx SE | ARGX | 1.08K | $999.03K |